RiverFront Asset Allocation Growth & Income (RLIIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RLIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RLIIX
RLIIX charges 0.25% annually. There are 81 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | RLIIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | RLIIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | RLIIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | RLIIX vs BWBIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | RLIIX vs VTMFX |
Best Risk-Adjusted Alternatives to RLIIX
RLIIX has a PortfoliosLab risk / return rank of 70. There are 171 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | RLIIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | RLIIX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | RLIIX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | RLIIX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | RLIIX vs AYBLX |
Top Performing RLIIX Alternatives (YTD)
RLIIX is at 7.49% YTD. There are 211 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | RLIIX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | RLIIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | RLIIX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | RLIIX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | RLIIX vs SMIFX |
Lowest Volatility Alternatives to RLIIX
RLIIX has 9.01% 1-year volatility. There are 319 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | RLIIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | RLIIX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | RLIIX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | RLIIX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | RLIIX vs CSTAX |
Lowest Drawdown Alternatives to RLIIX
RLIIX has a 1-year max drawdown of -6.43%. There are 283 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | RLIIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | RLIIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | RLIIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | RLIIX vs SICIX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | RLIIX vs FSRKX |
Other Mutual Funds from ALPS
The 8 most viewed ALPS mutual funds shown here include INDAX, JCRAX, ALIBX and span 7 categories. AUM among these funds goes as high as $3B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| ALPS/Kotak India ESG Fund | Asia Pacific Equities | 1 | -10.69% | 4.59M | Feb 2011 | RLIIX vs INDAX | |
| ALPS/CoreCommodity Management CompleteCommoditiesS... | Commodities | 59 | 15.31% | 16.45M | Jun 2010 | RLIIX vs JCRAX | |
| ALPS/Smith Balanced Opportunity Fund | Diversified Portfolio | 75 | 8.39% | — | Sep 2020 | RLIIX vs ALIBX | |
| ALPS/Red Rocks Global Opportunity Fund | Global Equities | 2 | -7.73% | 9.31M | Dec 2007 | RLIIX vs LPEFX | |
| ALPS/Smith Total Return Bond Fund | Intermediate Core-Plus Bond | — | — | 3.25B | Jun 2018 | RLIIX vs SMTRX | |
| ALPS/Red Rocks Global Opportunity Portfolio | Global Equities | 1 | -9.29% | — | Oct 2014 | RLIIX vs AVPEX | |
| ALPS/Smith Short Duration Bond Fund | Short-Term Bond | 84 | 0.55% | 630.45M | Jun 2018 | RLIIX vs SMRSX | |
| ALPS/Smith Credit Opportunities Fund | Multisector Bonds | 40 | 1.08% | — | Sep 2020 | RLIIX vs SMCVX |
Often Compared With RLIIX
Investors most often compare RLIIX with IIPR, FFNOX, CONWX. These 19 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare RLIIX with Any Fund or Stock
Compare RLIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RLIIX with funds that move differently
RiverFront Asset Allocation Growth & Income alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RLIIX.
Explore RLIIX Diversifiers